Icon Wealth Partners, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,103 filers reported holding JPMORGAN CHASE & CO in Q4 2020. The put-call ratio across all filers is 1.12 and the average weighting 1.0%.

About JPMORGAN CHASE & CO

JPMorgan Chase & Co is one of the largest financial institutions in the world, with a market capitalization of over $400 billion. The company provides a wide range of financial services, including investment banking, commercial banking, and asset management. JPMorgan Chase & Co has a strong reputation for its expertise in the financial industry, and its leadership team is highly respected.

The company has a long history of success, and it has weathered many economic downturns over the years. JPMorgan Chase & Co has a strong balance sheet, with a healthy amount of capital and liquidity. The company has also been able to maintain a strong credit rating, which is a testament to its financial strength.

JPMorgan Chase & Co has a diverse range of businesses, which helps to mitigate risk. The company has a strong presence in the United States, but it also has a significant international presence. This allows the company to take advantage of growth opportunities in emerging markets.

Overall, JPMorgan Chase & Co is a well-managed company with a strong track record of success. While there are always risks associated with investing in any company, JPMorgan Chase & Co is a solid choice for investors who are looking for exposure to the financial industry.

It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.

Quarter-by-quarter ownership
Icon Wealth Partners, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,142,416
-32.9%
7,878
-32.7%
0.13%
-27.8%
Q2 2023$1,702,998
-14.0%
11,709
-22.9%
0.18%
-16.3%
Q1 2023$1,979,115
-44.0%
15,188
-51.6%
0.22%
-49.2%
Q2 2022$3,533,000
-57.1%
31,371
-48.1%
0.42%
-48.4%
Q1 2022$8,239,000
-7.3%
60,438
+7.7%
0.82%
-8.1%
Q4 2021$8,887,000
-9.6%
56,121
-6.6%
0.89%
-14.2%
Q3 2021$9,833,000
+5.8%
60,072
+0.5%
1.04%
+4.1%
Q2 2021$9,298,000
+11.0%
59,777
+8.6%
1.00%
-5.0%
Q1 2021$8,379,000
+58.8%
55,043
+32.6%
1.05%
+25.8%
Q4 2020$5,276,000
+47.9%
41,520
+12.1%
0.83%
+21.0%
Q3 2020$3,567,000
+95.3%
37,053
+90.8%
0.69%
+55.9%
Q2 2020$1,826,000
+224.9%
19,418
+211.2%
0.44%
+99.1%
Q1 2020$562,000
-19.1%
6,240
+25.2%
0.22%
+0.9%
Q4 2019$695,000
+20.9%
4,986
+2.0%
0.22%
+11.7%
Q3 2019$575,000
+10.8%
4,887
+5.2%
0.20%
+7.1%
Q2 2019$519,000
+20.1%
4,646
+9.0%
0.18%
+14.3%
Q1 2019$432,000
-15.5%
4,263
-18.5%
0.16%
-34.8%
Q4 2018$511,000
-13.8%
5,232
-0.5%
0.25%0.0%
Q3 2018$593,000
-10.0%
5,258
-16.8%
0.25%
-10.8%
Q2 2018$659,000
-28.2%
6,321
-24.3%
0.28%
-43.7%
Q1 2018$918,000
-15.2%
8,346
-17.6%
0.49%
-8.2%
Q4 2017$1,083,00010,1230.54%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2020
NameSharesValueWeighting ↓
Global Frontier Investments LLC 245,000$31,132,00030.24%
Guidance Point Advisors, LLC 400,501$50,891,00023.39%
Coltrane Asset Management L.P. 1,100,000$139,777,00021.65%
ADAMCAPITAL Gestao de Recursos Ltda. 1,512,282$192,166,00020.73%
Courant Investment Management LLC 136,592$17,357,00016.30%
Consulta Ltd 2,000,000$254,140,00013.78%
Gemsstock Ltd. 175,100$22,249,00013.58%
Brave Warrior Advisors 2,228,522$283,179,00010.41%
CINCINNATI CASUALTY CO 93,000$11,818,0008.09%
PM CAPITAL Ltd 313,148$39,792,0007.78%
View complete list of JPMORGAN CHASE & CO shareholders